OLD BLUE RUGBY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- OLD BLUE RUGBY FOUNDATION INC (EIN 13-3226589)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-28
- IRS object ID
- 202523019349101502
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-28T16:54:54-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133226589 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLD BLUE RUGBY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OLDB | BusinessNameControlTxt |
| Phone | 2122728635 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO ED SIMPSON 22 WALTHERY AVENUE | AddressLine1Txt |
| City | RIDGEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07450 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ED SIMPSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2122728635 | PhoneNum |
| Signature | 2025-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH L ALI CPA | PreparerPersonNm |
| PTIN | P02093808 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,274,210 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $254,278 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,597 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,597 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7,597 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $34,603 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,603 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $34,603 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $318,590 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $846,147 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $323,275 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $69 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $7,380 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $7,380 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $622,448 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $365,475 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $49,649 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,920 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,920 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,693 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $14,693 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,022 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $719 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $332,127 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $965 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $7,380 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $323,740 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $356,762 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $965 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $7,380 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $348,072 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $377,962 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $965 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $7,380 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $369,272 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $244,486 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $364,510 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $42,269 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,871 | CashBOYAmt |
| Cash EOY | $39,525 | CashEOYAmt |
| Cash EOYFMV | $39,525 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $76,470 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $63,223 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $63,223 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $298,746 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $99,496 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $99,496 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $1,695,487 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,071,966 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,071,966 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,077,574 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,274,210 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,274,210 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,077,574 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,274,210 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,077,574 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,274,210 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,077,574 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,274,210 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,077,574 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $244,486 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,322,060 | SubtotalAmt |
| Other Decreases | $47,850 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,274,210 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $307,447 | $307,378 | $69 | $69 | ||
| PUBLICLY TRADED SECURITIES | P | $533,121 | $214,422 | $318,699 | $318,699 | ||
| CAPITAL PRODUCT PARTNERS L.P. (CPLP) 200.000 SHARES | D | $3,154 | $1 | $3,153 | $3,153 | 2024-08-12 | 2024-08-14 |
| GOLDMAN SACHS GROUP INC (GS) 4.000 SHARES | D | $2,269 | $1,025 | $1,244 | $1,244 | 2022-05-06 | 2024-12-17 |
| SOUTHERN COMPANY (SO) 2.000 SHARES | D | $156 | $46 | $110 | $110 | 2022-08-12 | 2024-12-17 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $323,275 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $69 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,067 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,067 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,067 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $41 | EsPenaltyAmt |
| Overpayment | $892 | OverpaymentAmt |
| Applied To ES Tax | $892 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | EDWARD SIMPSON | IndividualWithBooksNm |
| Phone | 2125528635 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 WALTHERY AVENUE | AddressLine1Txt |
| City | RIDGEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07450 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRIAN MURPHY | ||||||||
| C/O ED SIMPSON 22 WALTHERY AVENUE | RIDGEWOOD | NJ | 07450 | DIRECTOR, CHAIR | 5.00 | $0 | $0 | $0 |
| EDWARD SIMPSON | ||||||||
| C/O ED SIMPSON 22 WALTHERY AVENUE | RIDGEWOOD | NJ | 07450 | DIRECTOR, TREASURER | 2.00 | $0 | $0 | $0 |
| PARKER BAGLEY | ||||||||
| C/O ED SIMPSON 22 WALTHERY AVENUE | RIDGEWOOD | NJ | 07450 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PAUL DEBARY | ||||||||
| C/O ED SIMPSON 22 WALTHERY AVENUE | RIDGEWOOD | NJ | 07450 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KEITH FORMAN | ||||||||
| C/O ED SIMPSON 22 WALTHERY AVENUE | RIDGEWOOD | NJ | 07450 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MATTHEW HEISLER | ||||||||
| C/O ED SIMPSON 22 WALTHERY AVENUE | RIDGEWOOD | NJ | 07450 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID HOEHMANN | ||||||||
| C/O ED SIMPSON 22 WALTHERY AVENUE | RIDGEWOOD | NJ | 07450 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DEREK LIPSCOMB | ||||||||
| C/O ED SIMPSON 22 WALTHERY AVENUE | RIDGEWOOD | NJ | 07450 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EDWARD MALMSTROM | ||||||||
| C/O ED SIMPSON 22 WALTHERY AVENUE | RIDGEWOOD | NJ | 07450 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT MAYERS | ||||||||
| C/O ED SIMPSON 22 WALTHERY AVENUE | RIDGEWOOD | NJ | 07450 | DIRECTOR (BEGAN 01/01/2024) | 1.00 | $0 | $0 | $0 |
| CALDER ORR | ||||||||
| C/O ED SIMPSON 22 WALTHERY AVENUE | RIDGEWOOD | NJ | 07450 | DIRECTOR (BEGAN 01/01/2024) | 1.00 | $0 | $0 | $0 |
| QUENTIN UNSWORTH | ||||||||
| C/O ED SIMPSON 22 WALTHERY AVENUE | RIDGEWOOD | NJ | 07450 | DIRECTOR (BEGAN 01/01/2024) | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO SUPPORT AND DEVELOP AMATEUR RUGBY. THE FOUNDATION COVERS THE COST OF COACHING, TRAVEL, EQUIPMENT, FACILITIES AND OTHER DIRECT RUGBY ACTIVITIES FOR USE IN THE FURTHERANCE OF AMATEUR RUBGY COMPETITION IN THE NEW YORK AREA. | Description1Txt |
| Expenses1 | $348,072 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,139,409 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $93,992 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,233,401 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,233,401 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,501 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,199,900 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $109,995 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $369,272 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $369,272 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $42,269 | CurrentYearAmt |
| Year1 | $39,025 | Year1Amt |
| Year2 | $34,131 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $115,425 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $35,929 | CurrentYearAmt |
| Year1 | $33,171 | Year1Amt |
| Year2 | $29,011 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $98,111 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $369,272 | CurrentYearAmt |
| Year1 | $315,395 | Year1Amt |
| Year2 | $213,996 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $898,663 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $21,200 | CurrentYearAmt |
| Year1 | $13,000 | Year1Amt |
| Year2 | $7,500 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $41,700 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $348,072 | CurrentYearAmt |
| Year1 | $302,395 | Year1Amt |
| Year2 | $206,496 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $856,963 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $73,330 | CurrentYearAmt |
| Year1 | $65,428 | Year1Amt |
| Year2 | $67,424 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $206,182 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PLAY RUGBY USA | |||||||
| 252 W 37TH STREET SUITE 4000 | NEW YORK | NY | 10018 | N/A | PC | TO SUPPORT AMATEUR RUGBY IN THE U.S. | $13,200 |
| MEMPHIS INNER CITY RUGBY | |||||||
| 650 NEW YORK STREET | MEMPHIS | TN | 38104 | N/A | PC | TO SUPPORT AMATEUR RUGBY IN THE U.S. | $5,000 |
| BABSON COLLEGE RUGBY | |||||||
| 231 FOREST STREET | WELLESLEY | MA | 02457 | N/A | PC | TO SUPPORT AMATEUR RUGBY IN THE U.S. | $1,000 |
| BROWN UNIVERSITY | |||||||
| 75 WATERMAN STREET | PROVIDENCE | RI | 02912 | N/A | PC | TO SUPPORT AMATEUR RUGBY IN THE U.S. | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,597 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,603 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $318,590 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$51,031 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $309,759 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $309,759 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| WILLIAM V CAMPBELL FOUNDATION | |||||||
| 1 | 305 CHURCHILL AVE | PALO ALTO | CA | 94301 | $100,000 | Yes (X) | |
| VBRICK | |||||||
| 2 | 607 HENDERSON BLVD - SUITE 300 | HERNDON | VA | 20170 | $60,000 | Yes (X) | |
| ED MALMSTROM | |||||||
| 3 | 7 SPRUCE LANE | CHATHAM | NJ | 07928 | $35,000 | Yes (X) | |
| MARK REILLY | |||||||
| 4 | 2165 SANFORD COURT | VERO BEACH | FL | 32963 | $10,000 | Yes (X) | |
| MOTION PT | |||||||
| 5 | 2 RIVERVIEW DR STE 101 | DANBURY | CT | 06810 | $10,000 | Yes (X) | |
| BRIAN MURPHY | |||||||
| 6 | 3100 SEVENTH STREET NORTH | ARLINGTON | VA | 22201 | $15,795 | Yes (X) | |
| KEITH FORMAN | |||||||
| 7 | 3725 HUNTINGTON ST NW | WASHINGTON | DC | 20015 | $5,577 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 7 | CAPITAL PRODUCT PARTNERS (CPLP) 200.000 SHARES | $3,212 | 2024-08-12 |
| 7 | CAPITAL CLEAN ENERGY (CCEC) 140.000 SHARES | $2,365 | 2024-12-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX RETURN PREPARATION | CategoryTxt |
| Amt | $14,693 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $14,693 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $99,496 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $99,496 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAPITAL CLEAN ENERGY (CCEC) 140.000 SHARES | FMV | $2,570 | $2,570 |
| DIMENSIONAL U.S. TARGETED VALUE ETF (DFAT) 3,750.000 SHARES | FMV | $208,725 | $208,725 |
| EATON VANCE STRATEGIC INCOME FUND CL A (ETSIX) 21,338.615 SHARES | FMV | $140,621 | $140,621 |
| JP MORGAN STRATEGIC INCOME OPP FUND CL A (JSOAX) 12,027.720 SHARES | FMV | $137,236 | $137,236 |
| PIMCO INCOME FUND CL A (PONAX) 13,022.983 SHARES | FMV | $137,002 | $137,002 |
| VANGUARD GROWTH ETF (VUG) 1,206.787 SHARES | FMV | $495,314 | $495,314 |
| VANGUARD MID-CAP GROWTH INDEX FUND CL ADM (VMGMX) 1,494.286 SHARES | FMV | $163,281 | $163,281 |
| VANGUARD VALUE ETF (VTV) 2,065.183 SHARES | FMV | $349,636 | $349,636 |
| WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND (DGRW) 5,406.908 SHARES | FMV | $437,581 | $437,581 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL AND ADMINISTRATIVE LEGAL COUNSEL | CategoryTxt |
| Legal Fees | $8,920 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,920 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $47,850 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $965 | $965 | $0 | $0 |
| RUGBY COACHING | $68,800 | $0 | $0 | $68,800 |
| RUGBY PLAYER AND COACH TRAVEL | $203,909 | $0 | $0 | $203,909 |
| SPECIAL EVENTS - BANQUET | $58,411 | $0 | $7,380 | $51,031 |
| OTHER MISCELLANEOUS EXPENSES | $42 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS | Desc |
| Revenue And Expenses Per Books | $7,380 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $7,380 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX PAID | $719 | $0 | $0 | $719 |
| STATE TAXES | $303 | $0 | $0 | $0 |
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